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Counter with manual periodic ranges

You add a counter with a date-dependent range to which you can manually add an unlimited number of ranges. Profit uses the proper range on the basis of the entry or invoice date. This is the range for which the entry or invoice date falls between the start and end date of the range. After you have added this counter, you must maintain it yourself by manually adding ranges to this counter.

To add a counter with manual periodic ranges:

  1. Go to: General / Configuration / Numbering settings / Counters.
  2. Click on: New.
  3. Select the counter type from Counter set.
  4. Enter the description of the counter.
  5. Enter the total number of positions that must be used for the range in Total length.

    The maximum length for the range is 12 positions. This includes the leader.

  6. Enter the leader if you want to use it.

    The leader is always the same; the rest of the number is incremented each time.

    Example:

    You use the leader INK for purchase invoices, which will create the following range: INK00001, INK00002, INK00003, etc.

    If you have multiple administrations, you can use the administration's abbreviation as the leader. You can also use an ‘administration tag’. For instance [AAAA], [AAA], [AA] or [A]. This provides the administration’s sequence number (maximum 4 positions) as the leader for the counter. Take note that you must create a counter for each administration when there are multiple administrations.

  7. In Start value, enter the first number of the number range you want to use.

    The number can be up to 9 digits long in the above example. Profit automatically pads the numbering with zeros if necessary, depending on the total length of the range.

    Example:

    If you enter 1 as the start value of the range, INK as leader and 8 as the total length, then the number will be INK00001. The number is therefore padded with four zeros. If you do not use a leader, then the number will be padded with seven zeros: 00000001.

  8. Check the example shown as the start value of the range.
  9. Only enter the End value if you want the range to stop when this end value is reached.
  10. Enter the Range start date.
  11. Only enter a Range end date, if you want the range to only begin on the start date and end on the end date.
  12. Do not select the Automatically add new range after end date check box.
  13. Click on: Finish.
  14. Link this counter to the correct journal.

After you have added it, you can manually add ranges to this counter. This means that you can already add the next range (for the next year) to this counter.

Directly to

  1. To add a new counter
  2. Counter with a continuous range
  3. Counter with manual periodic ranges
  4. Counter with automatic periodic ranges
  5. To link a counter to a journal

Process

Settings

Work area

bas